Civic Intelligence

Calfee Financial Advisors Inc.

Plan context: Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan

EIN 34-1851023 • Brainbridge, OH • 15 filings • 3 plans

16930 Knolls WayBrainbridge, OH 44023
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$817,768

2018 Contributions

$109,286

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$817,768$408,884$0200420112017YearValue
$817,768Latest year 2017

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320200420112017YearValue
3Latest year 2017

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201810$0$0-
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-0$0--
201713$817,768$109,286$36,429iApproximate average salary by contribution assumption: employee only about $910,717 at 4% or $607,144 at 6%; with 50% employer match about $607,144 at 4% or $404,763 at 6%; with 100% employer match about $455,358 at 4% or $303,572 at 6%.
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-3$817,768$109,286$36,429iApproximate average salary by contribution assumption: employee only about $910,717 at 4% or $607,144 at 6%; with 50% employer match about $607,144 at 4% or $404,763 at 6%; with 100% employer match about $455,358 at 4% or $303,572 at 6%.
201613$660,925$69,117$23,039iApproximate average salary by contribution assumption: employee only about $575,975 at 4% or $383,983 at 6%; with 50% employer match about $383,983 at 4% or $255,989 at 6%; with 100% employer match about $287,988 at 4% or $191,992 at 6%.
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-3$660,925$69,117$23,039iApproximate average salary by contribution assumption: employee only about $575,975 at 4% or $383,983 at 6%; with 50% employer match about $383,983 at 4% or $255,989 at 6%; with 100% employer match about $287,988 at 4% or $191,992 at 6%.
201513$581,640$69,076$23,025iApproximate average salary by contribution assumption: employee only about $575,633 at 4% or $383,756 at 6%; with 50% employer match about $383,756 at 4% or $255,837 at 6%; with 100% employer match about $287,817 at 4% or $191,878 at 6%.
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-3$581,640$69,076$23,025iApproximate average salary by contribution assumption: employee only about $575,633 at 4% or $383,756 at 6%; with 50% employer match about $383,756 at 4% or $255,837 at 6%; with 100% employer match about $287,817 at 4% or $191,878 at 6%.
201413$505,263$65,995$21,998iApproximate average salary by contribution assumption: employee only about $549,958 at 4% or $366,639 at 6%; with 50% employer match about $366,639 at 4% or $244,426 at 6%; with 100% employer match about $274,979 at 4% or $183,319 at 6%.
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-3$505,263$65,995$21,998iApproximate average salary by contribution assumption: employee only about $549,958 at 4% or $366,639 at 6%; with 50% employer match about $366,639 at 4% or $244,426 at 6%; with 100% employer match about $274,979 at 4% or $183,319 at 6%.
201313$420,732$65,603$21,868iApproximate average salary by contribution assumption: employee only about $546,692 at 4% or $364,461 at 6%; with 50% employer match about $364,461 at 4% or $242,974 at 6%; with 100% employer match about $273,346 at 4% or $182,231 at 6%.
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-3$420,732$65,603$21,868iApproximate average salary by contribution assumption: employee only about $546,692 at 4% or $364,461 at 6%; with 50% employer match about $364,461 at 4% or $242,974 at 6%; with 100% employer match about $273,346 at 4% or $182,231 at 6%.
201213$302,427$64,247$21,416iApproximate average salary by contribution assumption: employee only about $535,392 at 4% or $356,928 at 6%; with 50% employer match about $356,928 at 4% or $237,952 at 6%; with 100% employer match about $267,696 at 4% or $178,464 at 6%.
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-3$302,427$64,247$21,416iApproximate average salary by contribution assumption: employee only about $535,392 at 4% or $356,928 at 6%; with 50% employer match about $356,928 at 4% or $237,952 at 6%; with 100% employer match about $267,696 at 4% or $178,464 at 6%.
201113$214,211$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-3$214,211$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
201013$160,431$63,982$21,327iApproximate average salary by contribution assumption: employee only about $533,183 at 4% or $355,456 at 6%; with 50% employer match about $355,456 at 4% or $236,970 at 6%; with 100% employer match about $266,592 at 4% or $177,728 at 6%.
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-3$160,431$63,982$21,327iApproximate average salary by contribution assumption: employee only about $533,183 at 4% or $355,456 at 6%; with 50% employer match about $355,456 at 4% or $236,970 at 6%; with 100% employer match about $266,592 at 4% or $177,728 at 6%.
200913$88,633$52,141$17,380iApproximate average salary by contribution assumption: employee only about $434,508 at 4% or $289,672 at 6%; with 50% employer match about $289,672 at 4% or $193,115 at 6%; with 100% employer match about $217,254 at 4% or $144,836 at 6%.
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-3$88,633$52,141$17,380iApproximate average salary by contribution assumption: employee only about $434,508 at 4% or $289,672 at 6%; with 50% employer match about $289,672 at 4% or $193,115 at 6%; with 100% employer match about $217,254 at 4% or $144,836 at 6%.
200810$0$0-
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-0---
200713$200,372$1,500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-3$200,372$1,500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
200613$166,568$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-3$166,568$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200513$139,201$73,438$24,479iApproximate average salary by contribution assumption: employee only about $611,983 at 4% or $407,989 at 6%; with 50% employer match about $407,989 at 4% or $271,993 at 6%; with 100% employer match about $305,992 at 4% or $203,994 at 6%.
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-3$139,201$73,438$24,479iApproximate average salary by contribution assumption: employee only about $611,983 at 4% or $407,989 at 6%; with 50% employer match about $407,989 at 4% or $271,993 at 6%; with 100% employer match about $305,992 at 4% or $203,994 at 6%.
200411$64,024$64,128$64,128iApproximate average salary by contribution assumption: employee only about $1,603,200 at 4% or $1,068,800 at 6%; with 50% employer match about $1,068,800 at 4% or $712,533 at 6%; with 100% employer match about $801,600 at 4% or $534,400 at 6%.
Calfee Financial Advisors Inc. 401(K) Profit Sharing Plan-1$64,024$64,128$64,128iApproximate average salary by contribution assumption: employee only about $1,603,200 at 4% or $1,068,800 at 6%; with 50% employer match about $1,068,800 at 4% or $712,533 at 6%; with 100% employer match about $801,600 at 4% or $534,400 at 6%.